Avanza Fonder’s SoFi Technologies SOFI Stock Holding History

Avanza Fonder’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Hold	28,995	–	–	0.01%	381
2026 Q1	$460K	Buy	28,995 +409	+1%	+$8.62K	0.01%	390
2025 Q4	$748K	Buy	+28,586	New	+$797K	0.02%	378
2025 Q1	–	Sell	-65,427	Closed	-$1.01M	–	464
2024 Q4	$1.01M	Buy	+65,427	New	+$850K	0.03%	340

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avanza Fonder's SOFI Position: Q2 2026 in Review

Avanza Fonder held its SoFi Technologies (SOFI) position steady in Q2 2026 at 28,995 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #381.

Avanza Fonder first reported a position in SOFI in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2024. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Avanza Fonder held 28,995 shares of SoFi Technologies worth $520K as of Q2 2026.
Avanza Fonder left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.01% of Avanza Fonder's portfolio in Q2 2026, its #381 holding.
Avanza Fonder first reported a position in SoFi Technologies in Q4 2024 and has held it in 4 quarters since.
Avanza Fonder's SoFi Technologies position peaked at $1.01M in Q4 2024.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.